How to create a progress review

Team leads (requires ‘Lead’ authority level) can set-up improvement progress reviews for their teams at any time.

Steps to create an improvement progress review:

  1. Select ‘Reviews’ section
  2. Select ‘Create Review’ button
  3. Complete ‘Create Review’ form
Create progress review steps

 

Form fields include:

  • Team: Selected team to be reviewed. This can be a work org, if continuous improvement, or a program/workstream, if a transformation

  • Title: One line title (shown in the review list)

  • Description: Short description of the review

  • Format: Selection of the review format from the drop down list. Formats are defined by Super Admin and define what pages are shown to users and also the content/format of review updates

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